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Apptivo CRM is a cloud-based buyer relationship administration platform that goals to offer an all-in-one resolution for managing gross sales, advertising, and customer support.
With a collection of over 65 built-in apps, Apptivo is among the best CRM platforms available on the market and presents a excessive diploma of customization, permitting companies to tailor the software program to their particular wants. It additionally options very aggressive pricing in comparison with different main CRM suppliers, with plans beginning at simply $15/person/month – making it an excellent CRM for small businesses and startups.
On this in-depth Apptivo evaluate, I will take a better have a look at the platform’s options, ease of use, buyer help, and general worth that can assist you decide if it is the correct CRM resolution for your corporation. Let’s dive in and see how Apptivo stacks up.
Apptivo core capabilities
Identical to any CRM, Apptivo supplies contact and account administration instruments that enable me to retailer and arrange all my buyer information in a single centralized location. Throughout my first couple of minutes with the platform, I discovered it straightforward to import my current contacts through CSV file.
As soon as contacts are within the system, Apptivo makes it easy to trace all interactions and communication historical past. You possibly can log emails, calls, conferences, and notes for every contact. I like how Apptivo pulls in e mail conversations mechanically when synced with Gmail or Outlook, saving the guide work of logging these touchpoints.
I can even automate lead project primarily based on predefined guidelines, making certain my gross sales reps are at all times working essentially the most promising alternatives. The software program presents lead scoring, which helps me prioritize leads primarily based on their probability to transform.
A visible gross sales pipeline supplies a transparent overview of all my offers, permitting me to rapidly establish any bottlenecks or at-risk alternatives. I can drag-and-drop alternatives by every stage. Deal values and likelihood are clearly displayed. I can even create custom-made gross sales phases that align with my distinctive gross sales course of. Apptivo’s forecasting instruments use predictive analytics to offer correct income projections, giving me precious insights to information my decision-making.
For analytics, Apptivo comes with a variety of pre-built experiences overlaying gross sales, advertising, and customer support metrics. I can even simply create customized experiences and dashboards to trace the KPIs that matter most to my enterprise. For instance, I can filter information, change chart sorts, add customized fields, and save customized views. The power to schedule experiences and have them mechanically delivered to my inbox is a pleasant time-saver.
Past the core CRM capabilities, Apptivo presents a collection of built-in enterprise apps that cowl the whole lot from undertaking administration to invoicing. Whereas I primarily use the CRM options, it is nice to know I can simply develop my utilization as my enterprise wants evolve. When it comes to third-party integrations, Apptivo’s app market additionally presents quite a lot of third-party integrations to additional prolong the platform’s performance.
In contrast to rivals with restricted on-the-go capabilities, Apptivo presents cell apps for iOS and Android that present full entry to the CRM’s options. Whether or not heading right into a consumer assembly or working remotely, I at all times have essentially the most up-to-date buyer data at my fingertips. Plus, the cell app’s person interface is intuitive and straightforward to navigate.
Whereas Apptivo checks the containers for core CRM performance, the depth of options in sure areas leaves one thing to be desired in comparison with extra mature CRM techniques akin to Salesforce and Hubspot. For instance, Apptivo lacks a few of the superior lead scoring and routing choices present in enterprise platforms like Salesforce. Moreover, whereas the reporting and analytics are stable general, a few of the pre-built experiences lack flexibility and the customized report builder has a little bit of a studying curve. Apptivo additionally presently doesn’t provide an AI-powered gross sales assistant or forecasting like a few of the main CRM gamers.
How straightforward is Apptivo to make use of?
Apptivo contains a clear and clear — if barely dated — person interface. It begins you off in your agenda web page, which features equally to a calendar view of your upcoming duties and appointments. I like how one can rapidly change between totally different views to filter for simply upcoming or overdue duties. The left sidebar accommodates a number of helpful undertaking administration hyperlinks for duties, emails, notes, follow-ups, and extra.
The highest navigation menu is the place Apptivo organizes the varied apps you’ve put in, grouped by features like CRM, advertising, financials, and many others. It’s extremely customizable and modular, however it does imply the highest menu can get crowded for those who activate a whole lot of apps.
Diving into the core CRM options, I discovered including new information like contacts, accounts and alternatives to be easy. The information entry kinds are clear and help customized fields. Nonetheless, that is the place the dated nature of the interface begins to point out itself. For instance, the save button is on the high of the file, requiring numerous scrolling on longer kinds.
Apptivo’s interface could be very customizable, which is a double-edged sword in terms of ease of use. On one hand, you’ll be able to tailor the account to your preferences, like reordering the highest nav apps, adjusting web page layouts, and creating customized fields and views. On the flip facet, the preliminary setup and customization course of has a little bit of a studying curve. You may possible want to take a position a while upfront to optimize your account.
Fortunately, Apptivo supplies quite a lot of onboarding and coaching assets. There is a complete data base with articles and movies overlaying the principle options. However for a guided walkthrough, Apptivo presents paid coaching packages {and professional} providers to assist with implementation, information migration, and one-on-one coaching. These providers usually value further, however may be useful for these combating the interface.
Regardless of its datedness, Apptivo’s web-based CRM is often fairly responsive, even when coping with a big database. When examined, the interface scored a powerful 91/100 for desktop velocity on Google PageSpeed Insights. The cell apps for iOS and Android are additionally well-designed and provide entry to most key CRM features on the go.
Regardless of a number of shortcomings, I’ve discovered Apptivo to be a user-friendly CRM general, particularly contemplating its intensive characteristic set and customization choices. The modular app construction and customizable interface do require an preliminary time funding to arrange and be taught. However as soon as configured to your liking, Apptivo is intuitive to navigate and the core CRM options are easy to make use of.
Apptivo integrations
Out of the field, Apptivo supplies integrations with a restricted variety of common enterprise apps and providers. Probably the most notable of those are the Google Workspace and Microsoft 365 integrations, which permit for the graceful syncing of contacts, calendar occasions, and emails. Apptivo additionally presents pre-built integrations with a number of different enterprise instruments like Quickbooks for accounting, Mailchimp for e mail advertising, and RingCentral for telephone techniques.
For conditions the place a pre-built integration is not obtainable, Apptivo supplies an open API that enables for customized integrations with different software program. The API documentation is complete and the platform helps industry-standard REST and SOAP protocols. Nonetheless, constructing customized integrations does require vital technical experience, so most companies will possible want to have interaction a developer for assist.
In comparison with another CRM platforms like Salesforce or HubSpot, Apptivo has a way more restricted choice of third-party app integrations obtainable. Whereas the core bases are coated, companies that rely closely on area of interest software program might discover they should construct customized integrations extra typically with Apptivo.
I used to be additionally a bit disenchanted to find that Apptivo doesn’t but provide a direct information sync with any main social media platforms. The power to mechanically pull in lead and buyer interactions from social channels may be very precious for gross sales and repair groups. When you can manually import social information or construct a customized integration, a pre-built choice can be a welcome addition.
That mentioned, for the integrations it does provide, I’ve discovered the info syncing to be usually dependable and performant. When configured correctly, information flows seamlessly between techniques with none noticeable lag or errors. Apptivo additionally supplies detailed logs that can help you monitor the standing of integrations and troubleshoot any points that come up.
In contrast to most different CRMs, nonetheless, you can even arrange automated workflows that span a number of apps. For instance, you’ll be able to configure a workflow that mechanically creates a activity in Apptivo when a lead fills out a type in your web site, then sends a personalised e mail follow-up through Mailchimp, and eventually alerts the assigned gross sales rep in Slack. These cross-app workflows can considerably enhance productiveness and guarantee no leads slip by the cracks.
For many small to midsize corporations, Apptivo’s integration capabilities ought to be greater than adequate to streamline information circulation and processes throughout their key software program instruments. Nonetheless, enterprise clients with sturdy information centralization wants might need to look elsewhere.
How good is Apptivo’s buyer help?
Apptivo supplies a number of channels for buyer help, together with reside chat, e mail, and telephone. The reside chat is accessible 24/7 for all paid plans, which is a big plus for companies working throughout totally different time zones or outdoors of standard enterprise hours. For extra advanced points or detailed inquiries, Apptivo presents e mail help. Person evaluations from across the web point out quick response instances, pleasant help brokers, and fast resolutions.
Apptivo additionally presents an intensive self-service data base referred to as “Apptivo Solutions” that features detailed person guides, video tutorials, and FAQs overlaying all facets of the platform. I’ve discovered this useful resource to be well-organized and straightforward to go looking, with a lot of the common questions answered with out contacting help. The articles are clear and embrace useful screenshots and step-by-step directions.
For customers preferring a extra hands-on method, Apptivo supplies reside webinars you’ll be able to attend regularly. These cowl subjects starting from getting began with Apptivo to superior options and greatest practices within the CRM. For those who’d favor one-on-one coaching, Apptivo presents 60-minute paid classes beginning at $125 USD overlaying totally different modules and use instances. You may as well enlist firm professionals emigrate your current information or implement the whole system for you for an extra price.
Whereas Apptivo does not publicly disclose its common decision instances or buyer satisfaction scores, the overwhelmingly optimistic evaluations and scores from customers converse to the effectiveness of its help. On buyer evaluate websites like Capterra and G2, many customers reward Apptivo’s customer support as one among its strongest property, continuously citing the responsiveness, experience, and friendliness of the help crew.
Apptivo pricing and plans
|
Plan |
Lite |
Premium |
Final |
Enterprise |
|---|---|---|---|---|
|
Value |
$15/person/month |
$25/person/month |
$40/person/month |
Customized pricing |
|
Greatest for |
Small gross sales groups managing offers and quotes |
Quick-growing groups needing an all-in-one CRM |
Massive groups requiring automation and integrations |
Enterprise organizations with advanced integration wants |
|
Options |
18 apps; 100 customized fields per app; 24/7 help |
46 apps; 250 customized fields per app; third get together integrations |
57 apps; 350 customized fields per app; Superior automation |
65 apps; 500 customized fields per app; Devoted account supervisor |
|
Limitations |
Lacks some superior options and integrations. |
Larger worth than Lite plan however fewer options than Final. |
Considerably dearer than decrease tier plans. |
Requires customized worth quote and implementation. |
Apptivo presents 4 pricing tiers — Lite, Premium, Final, and Enterprise — which permits companies to decide on a plan that aligns with their particular wants and finances. Apptivo does provide a free starter plan, however it’s essential to notice that this plan could be very restricted when it comes to options and performance. It is actually extra of an prolonged trial than a viable long-term resolution for many companies. That mentioned, Apptivo’s 30-day free trial for paid plans is on par with the {industry} commonplace, with ample time to check the system earlier than committing.
As for the paid plans, the Lite plan begins at simply $15 per person monthly when billed yearly, making it some of the cost-effective choices available on the market for a completely useful CRM. Even on the Lite tier, Apptivo contains important CRM capabilities like contact administration, alternative monitoring, and customizable dashboards. As you progress as much as the higher-priced plans, you achieve entry to extra superior options and a higher variety of built-in apps.
For companies that want extra superior options, Apptivo’s Premium plan at $25 per person monthly (billed yearly) presents a major step up in performance. This tier contains extra apps for undertaking administration, invoicing, and e mail advertising, in addition to extra superior customization choices and integrations. That is adopted by the Limitless plan at $40 per person monthly, which additionally contains relationship administration and stock monitoring. However for my part, the Premium plan supplies the most effective steadiness of options and worth for many small to medium-sized companies utilizing Apptivo.
In comparison with different common CRM platforms, Apptivo’s pricing is very aggressive. For instance, Salesforce’s Gross sales Cloud begins at $25 per person monthly for the Necessities plan however contains fewer options than Apptivo’s Premium tier on the similar worth level. Equally, Zoho CRM‘s Commonplace plan is priced at $20 per person monthly whereas Apptivo presents extra superior options for simply $5 extra.
I additionally respect that Apptivo does not lock you right into a long-term contract, in contrast to some enterprise-grade CRMs. All plans can be found on a month-to-month foundation, providing you with the flexibleness to regulate as your corporation wants change. However choosing annual billing does present a major low cost of 20% in comparison with the month-to-month charges.
Nonetheless, I believe Apptivo might enhance its pricing by providing extra bundled reductions or add-on packages. Whereas the pricing for particular person plans is aggressive, there are fewer choices for bundling a number of apps or options in comparison with another CRM suppliers. Nonetheless, it does provide customized enterprise pricing for bigger organizations with extra advanced wants.
Apptivo evaluate: Closing verdict
Apptivo delivers a strong set of core CRM options, together with contact administration, lead monitoring, alternative administration, and gross sales forecasting. Whereas some superior options could also be missing in comparison with enterprise CRMs, Apptivo covers all of the necessities for small to midsize companies.
24/7 reside chat, responsive e mail help, intensive data base, and common coaching webinars make sure that customers can get assist each time they want it. The help crew is educated, pleasant, and constantly goes above and past to resolve points and reply questions. Whereas there are some areas for enchancment, akin to increasing the third-party app market and simplifying the setup course of for non-technical customers, Apptivo’s general impression is a promising one.
For small to midsize companies in search of an inexpensive, customizable, and user-friendly CRM with glorious help, Apptivo is a robust alternative.